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Manage Users and Data Access
Create Session-Based Permission Set Groups

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Create Session-Based Permission Set Groups

To allow users functional access to permission sets only during specified sessions, create a session-based permission set group. For example, grant access to an application only during an authenticated session. Then activate the session-based permission set group in a flow or via the API.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions
User Permissions Needed
To create permission sets: Manage Profiles and Permission Sets
To assign permission sets: Assign Permission Sets
To create a permission set group: Manage Profiles and Permission Sets

Before beginning, check out Session-Based Permission Set Groups to learn when to use them.

  1. Create a permission set group and make sure to select Session Activation Required.
  2. Assign permission sets to the permission set group.
    If you include a regular permission set in your session-based permission set group, the permission set group makes the permission set session-based. Users assigned to the permission set group have access to the permission set for the duration of the session.
  3. Assign the permission set group to users.
    Before assigning session-based permission set groups to users, ensure that they can meet the conditions of the permission sets in the permission set group.

The session-based permission set group isn’t in effect until a session is activated for it. To activate a session, provide a value for the PermissionSetGroupId field on the SessionPermSetActivation SOAP API. Or, you can create a flow that activates and deactivates the session-based permission set group.

 
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